Duality of causal distributionally robust optimization

Fuente: arXiv
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Main Author: Jiang, Yifan
Format: Preprint
Published: 2024
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author Jiang, Yifan
author_facet Jiang, Yifan
contents We study the distributionally robust optimization (DRO) in a dynamic context where the model uncertainty is captured by penalizing potential models in function of their adapted Wasserstein distance to a given reference model. We consider both discrete- and continuous-time settings and derive dynamic duality formulas that reformulate the worst-case expectation as a tractable minimax problem. The inner maximum can be computed recursively in discrete time, or solved by a path-dependent Hamilton--Jacobi--Bellman equation in continuous time. We further extend these duality results from the worst-case expectation to the worst-case expected shortfall, a non-linear expectation. Finally, we apply the DRO framework to optimal stopping problems in discrete time. We recast the original problem as a classical Wasserstein DRO on a nested space by introducing a novel relaxation that considers stopping times with respect to general flitrations.
format Preprint
id arxiv_https___arxiv_org_abs_2401_16556
institution arXiv
publishDate 2024
record_format arxiv
spellingShingle Duality of causal distributionally robust optimization
Jiang, Yifan
Probability
Optimization and Control
60G40, 90C46, 93E03
We study the distributionally robust optimization (DRO) in a dynamic context where the model uncertainty is captured by penalizing potential models in function of their adapted Wasserstein distance to a given reference model. We consider both discrete- and continuous-time settings and derive dynamic duality formulas that reformulate the worst-case expectation as a tractable minimax problem. The inner maximum can be computed recursively in discrete time, or solved by a path-dependent Hamilton--Jacobi--Bellman equation in continuous time. We further extend these duality results from the worst-case expectation to the worst-case expected shortfall, a non-linear expectation. Finally, we apply the DRO framework to optimal stopping problems in discrete time. We recast the original problem as a classical Wasserstein DRO on a nested space by introducing a novel relaxation that considers stopping times with respect to general flitrations.
title Duality of causal distributionally robust optimization
topic Probability
Optimization and Control
60G40, 90C46, 93E03
url https://arxiv.org/abs/2401.16556